+727.5%
IWF vs DECK
+44,031.0%
-43,303.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.3% |
| 7D | +0.5% | -2.2% | +2.8% | +0.9% |
| 30D | -0.4% | -13.6% | +13.2% | +1.8% |
| 3M | -2.6% | -21.2% | +18.6% | +0.8% |
| 6M | +9.1% | -21.1% | +30.2% | +12.6% |
| YTD | +4.5% | -17.2% | +21.7% | +6.5% |
| 1Y | +10.1% | -30.7% | +40.8% | +14.8% |
| 3Y | +77.6% | -3.4% | +81.0% | +71.4% |
| 5Y | +73.7% | +25.5% | +48.2% | +58.8% |
| 10Y | +411.5% | +714.7% | -303.1% | +252.0% |
| All | +727.5% | +44,031.0% | -43,303.4% | +292.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DECK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling